Manage payments
Use payments data tables to view, manage, and maintain all payments information.
A segment is a filtered view of a data set. To view filters that are applied to a segment: at the top of a billing table, click .
By default, payments data is organized into five segments:
-
All transactions: Contains all transactions (
type
is incredit
,refund
,sale
,void
,setup
,authorize
). -
Credits: Contains credit transactions (
type
is incredit
). -
Disputes: Contains disputed transactions (
is disputed
is true ). -
Sales: Contains approved sale transactions (
type
is insale
). -
Voids and refunds: Contains voided and refunded transactions (
type
is invoid
,refund
).
To add or manage segments, or to apply or edit filters on a segment, see Segments.
Payments interactions
This section describes all interactions that are available in payments data tables.
Add notes, attachments, or tags to a payments transaction
Use this process to add information to a payments transaction, or to tag a colleague or Rebilly support to get their input or help.
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
- In the Id column, click a transaction ID.
-
In the
Timeline
section, select from the following:
-
Tag an email address or Rebilly support:
-
In the text input field, click
.
- In the dropdown, select a user or Rebilly support, then press Return or Enter on your keyboard.
-
In the text input field, click
-
Add an attachment:
-
In the text input field, click
, select a file, then click Open or Attach .
- Enter a message, and press Return or Enter on your keyboard.
-
In the text input field, click
-
Add a link to a customer or transaction:
-
In the text input field, click
, in the dropdown, select Customers or Transactions .
- Select a transaction or customer, then press Return or Enter on your keyboard.
-
In the text input field, click
-
Add a note:
- Click in the text input field and write a message.
- Press Return or Enter on your keyboard.
-
Tag an email address or Rebilly support:
Dispute an approved transaction
Use this process to dispute an approved transaction with the customer. Use this process to dispute an under payment. For more information, see Disputes and fraud.
-
In the left navigation bar, click
, then click Payments .
- Click All transactions or Sales .
- In the Id column, click a transaction ID.
- In the top right of the page, click Dispute , complete the form, then click Save dispute .
Export payments table data as a CSV file
Use this process to export data that is contained in a data tables segment to a CSV file.
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
- In the top right of the page, click Export , then click Export as CSV . When the reported is generated, a notification is displayed in the left navigation bar.
-
In the left navigation bar, click
, then click the file to download.
Inspect a payment gateway transaction
Use this process to inspect, or troubleshoot, payment gateway requests and responses that relate to a payment transaction.
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: Credits , Disputes , Sales , or Voids and refunds .
- In the Id column, click a transaction ID.
- In the Timeline section, click a transaction item. Payment gateway transaction information is displayed.
- In the expanded transaction item, inspect the Original message and Original code fields. For more information, see Payment gateway response codes and messages .
Troubleshooting options
Use these troubleshooting options together with the steps described in the Inspect a payment gateway transaction section.
-
To share a transaction log with a third party provider: In the
Timeline
, on the right of transaction, click
.
Note : Only the PAN, CVV, and secret authentication keys are redacted. -
To view application requests that are related to a transaction: In the top middle of the page, click
API logs
, then on the right of a log, click
.
To filter logs, click. To add more than one filter, click Add filter .
-
To receive notifications on payment discrepancies, subscribe to the following webhooks:
- Transaction discrepancy found .
-
Transaction amount discrepancy found
.
For more information, see webhooks .
Query a payment gateway
Use this feature to check for discrepancies between a payment gateway that processed a specific payment and the amount the customer paid. If a discrepancy is found, use this feature to resolve it.
-
In the left navigation bar, click
, then click Payments .
- Click All transactions or Sales .
- In the Id column, click an approved transaction ID.
- In the top right of the page, click Query gateway . View discrepancies, then click Update or Cancel .
Refund an approved transaction
Use this process to complete, a full or partial, refund for a processed transaction.
-
In the left navigation bar, click
, then click Payments .
- Click All transactions or Sales .
- In the Id column, click a transaction ID.
- In the top right of the page, Click Refund , enter the fund amount, then click Apply .
Refund one or more approved transactions
Use this process to complete a full refund for one or more processed transactions.
-
In the left navigation bar, click
, then click Payments .
- Click Sales .
-
On the left of the transactions in the table, select one or more checkboxes, then click
Refund selected items .
View payments activity
Use this process to view activity related to a specific payments transaction. The timeline displays activity by date and time.
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
- In the top of the page, click Timeline .
-
Optionally, to view detailed activity information, on the right of an activity, click
.
View payment transaction details
Use this process to view transaction details, such as: transaction result and type, payment instrument information, customer information, transaction risk analysis, and related webhook or API logs.
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
- In the Id column, click a transaction ID.
-
Select from the following:
- View transaction result and type: In the top left of the page, to the right of the amount, view the transaction result and type. For more information, see Type and Result .
- View payment instrument: In the top middle of the page, under Payment instrument , view payment instrument information.
- View transaction risk analysis: In the left of the page, in the Risk Analysis section, view the risk information.
- View customer information: In the left of the page, view customer and billing information.
- View related webhook or API logs: click Webhook logs or API logs . For more information on logs, see Manage logs .
- View related invoices or transactions: In the left of the page, view the Related invoices and Related transactions sections.
View payments reports
Use this process to view interactive reports on all payment transactions over a period of time. For more information, see Payment report.
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
-
In the top right of the table, click
.
View parent transactions
Use this process to view the parent transactions that relate to a voided or refunded payment transaction.
-
In the left navigation bar, click
, then click Payments .
- Click Voids and refunds .
- In the Parent transaction column, click a transaction number.
View related invoices
Use this process to view invoices that are related to a payments transaction.
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
- In the Id column, click a transaction number.
- In left of the page, in the Related invoices section, click an invoice.
View transaction details
Use this process to view detailed payments transaction information.
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
- In the Id column, click a transaction ID.
- In left of the page, in the Transaction details section, view transaction details.
- Optionally, to view more detail on the transaction, click Show more .
View transaction logs
Use this process to view webhook or API logs that relate to a specific payments transaction. For more information on webhooks and API logs, see Manage logs
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
- In the Id column, click a transaction ID.
- Click Webhooks logs or API logs .
-
Optionally, to filter logs, click
.
To add more than one filter, click Add filter .
View transaction risk analysis
Use this process to view risk analysis details for a specific payments transaction.
-
In the left navigation bar, click
, then click Payments .
- Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
- In the Id column, click a transaction ID.
- In the left of the page, in the Risk analysis section, view transaction risk analysis information.
- Optionally, to view detailed risk analysis information, click Show complete analysis .